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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | Axis ESG Integration Strategy Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Axis MF | HDFC MF |
| Category | Equity - Thematic Fund - Other | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹21.26 (29 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★ | ★★★★★ |
| Benchmark | NIFTY100 ESG - TRI | BSE Health Care - TRI |
| Fund Manager | Vishal Agarwal | Nikhil Mathur |
| Inception | 12 Feb 2020 | 04 Oct 2023 |
| Returns | ||
| 1Y | -10.33% | 22.64% |
| 3Y | 8.08% | 30.41% |
| 5Y | 4.29% | — |
| Since Inception | 11.89% | 29.15% |
| Risk | ||
| 12.27 | 14.07 | |
| 0.87 | 0.59 | |
| 0.17 | 1.59 | |
| -0.90 | 21.67 | |
| 0.29 | 3.48 | |
| -11.53% | -9.23% | |
| Costs | ||
| Expense Ratio | 1.84% | 1.03% |
| Exit Load | Nil for 10% of investment and 1% for remaining investment on or before 12M, Nil after 12M | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹100 | ₹100 |
| Min Lumpsum | ₹100 | ₹100 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Axis MF97%
HDFC MF97%
2.7%Only 2.7% of holdings by weight are common between Axis MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingAxis MFHDFC MF
Sun Pharmaceutical Industries Ltd.2.74%8.28%
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